Bucharest 13 November 2018 - 14 November 2018
Trainer: Mihaela Ungureanu
The personnel who provides the product management and the back-office areas for deposit / investment fund administration must be a specialized one, possessing specific legislative knowledge and able to apply them correctly and consistently.
The main tasks of the Depositary are:
The main tasks of the back-office for SAI are:
The course is addressed to:
The staff of banks holding the depository function (there are 6 banks registered in the FSA Register as depository) both for the operational and product management activity;
Executive staff of investment companies managing investment funds (there are 19 investment companies registered in the FSA Register);
Experience Level for the described activity: Entry or Middle Level.
However, the course may also be addressed to the staff belonging to distributors of fund units issued by investment funds.
Main objectives to be achieved at the end of the program:
Mihaela UNGUREANU has more than 10 years’ experience in the investment funds field. Mihaela is a graduate of the Faculty of Economics and Business Administration - Specialization Banks and Stock Exchanges, Al. I. CUZA University of Iasi, and Erasmus University of Poitiers, France, where she attended courses regarding Financial Strategies - Financial Markets and Investment Funds.
The program will take place in the period 13-14 November 2018, as follows:
The necessary investement for this program is of 400 lei+VAT/participant and includes: course materials, coffee break, participation certificate.